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Capital Investment Counsel, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Investment Counsel, LLC
报告期 2026-03-31 · CIK 0002033609
持仓数
147
前50大市值合计
$550.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 141 项
建仓 15
增持 78
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
XFIV
BONDBLOXX ETF TRUST
+$7.7M
297,741
+111%
增持
META
META PLATFORMS INC
+$6.1M
9,958
+1420%
减持
UNP
UNION PAC CORP
-$5.3M
1,350
-94%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
OWL
BLUE OWL CAPITAL INC
-$5.0M
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$5.0M
27,099
清仓
—
UNILEVER PLC
-$4.4M
0
-100%
清仓
ADBE
ADOBE INC
-$4.3M
0
-100%
建仓
UL
UNILEVER PLC
+$4.2M
64,888
建仓
CFG
CITIZENS FINL GROUP INC
+$3.8M
65,344
建仓
NVO
NOVO-NORDISK A S
+$3.7M
73,253
减持
GOOGL
ALPHABET INC
+$3.1M
58,099
-6%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.9M
19,652
-84%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$2.5M
1,037,972
+16%
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$2.3M
112,194
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$2.2M
31,182
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$2.2M
608,905
+21%
增持
HYDB
ISHARES TR
+$1.9M
414,853
+12%
减持
CAT
CATERPILLAR INC
+$1.7M
21,540
-3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.7M
448,171
+9%
减持
IEI
ISHARES TR
-$1.7M
8,608
-62%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.7M
10,840
增持
AAPL
APPLE INC
+$1.3M
66,884
+1%
减持
SOXX
ISHARES TR
+$1.2M
41,016
-1%
减持
—
THOMSON REUTERS CORP
-$1.1M
47,174
-0%
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
15,962
-37%
减持
WAT
WATERS CORP
+$1.1M
14,151
-0%
增持
LLY
ELI LILLY & CO
+$1.1M
3,131
+5%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.1M
71,670
+1%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
4,520
+89%
增持
AMGN
AMGEN INC
+$1.1M
19,058
+4%
增持
DHI
D R HORTON INC
-$1.0M
44,658
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$974.5K
44,401
+131%
增持
MSFT
MICROSOFT CORP
-$957.2K
35,549
+1%
增持
OEF
ISHARES TR
+$925.5K
11,091
+28%
增持
HD
HOME DEPOT INC
-$846.6K
16,750
+3%
增持
MS
MORGAN STANLEY
+$834.4K
37,535
+2%
增持
AMZN
AMAZON COM INC
+$758.5K
39,992
+5%
增持
WMT
WALMART INC
+$740.6K
86,336
+0%
增持
EPI
WISDOMTREE TR
+$737.0K
210,685
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$724.9K
415,357
+4%
增持
DLR
DIGITAL RLTY TR INC
-$696.1K
41,892
+1%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$655.7K
1,286,283
+3%
增持
—
EXXON MOBIL CORP
+$640.4K
61,857
+3%
建仓
FISV
FISERV INC
+$634.3K
9,443
增持
QQQ
INVESCO QQQ TR
+$620.0K
20,194
+3%
增持
COST
COSTCO WHSL CORP NEW
-$613.7K
13,110
+2%
增持
ING
ING GROEP N.V.
+$595.9K
272,776
+1%
增持
IVV
ISHARES TR
+$589.6K
3,335
+32%
增持
IEFA
ISHARES TR
+$569.4K
69,690
+7%
减持
GILD
GILEAD SCIENCES INC
+$567.8K
48,916
-0%
增持
MGK
VANGUARD WORLD FD
+$534.8K
3,008
+71%
增持
SPGI
S&P GLOBAL INC
+$528.5K
14,703
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$509.6K
27,193
+2%
增持
IGSB
ISHARES TR
+$501.4K
135,936
+8%
建仓
VO
VANGUARD INDEX FDS
+$499.5K
1,721
增持
ROP
ROPER TECHNOLOGIES INC
-$493.6K
12,940
+3%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$472.0K
557,128
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$469.4K
52,980
+17%
增持
PAYX
PAYCHEX INC
-$468.2K
36,200
+1%
减持
SO
SOUTHERN CO
-$464.7K
60,608
-0%
建仓
VB
VANGUARD INDEX FDS
+$439.9K
1,705
增持
IJH
ISHARES TR
+$421.1K
201,880
+2%
增持
IQLT
ISHARES TR
+$420.3K
177,408
+3%
增持
NOC
NORTHROP GRUMMAN CORP
-$414.4K
16,250
+2%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$400.2K
1,021,027
-2%
减持
GOOG
ALPHABET INC
+$399.8K
6,614
-4%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$386.9K
73,328
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$384.5K
16,165
+17%
减持
PSA
PUBLIC STORAGE OPER CO
-$374.8K
10,438
-2%
清仓
VYM
VANGUARD WHITEHALL FDS
-$366.5K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$355.6K
0
-100%
增持
GOVT
ISHARES TR
+$337.0K
214,481
+8%
建仓
IWV
ISHARES TR
+$324.7K
839
增持
LAMR
LAMAR ADVERTISING CO NEW
+$321.8K
60,133
+1%
增持
VTI
VANGUARD INDEX FDS
+$321.7K
24,302
+2%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$308.6K
4,940
增持
ARES
ARES MANAGEMENT CORPORATION
+$299.4K
58,130
+2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$292.4K
76,874
+1%
减持
AVGO
BROADCOM INC
-$291.4K
59,384
-7%
增持
IWF
ISHARES TR
+$284.7K
3,393
+20%
增持
XLY
SELECT SECTOR SPDR TR
+$273.3K
17,360
+131%
增持
VOT
VANGUARD INDEX FDS
-$272.4K
24,652
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$270.1K
33,926
+0%
增持
EMR
EMERSON ELEC CO
+$269.8K
49,998
+3%
增持
EQH
EQUITABLE HLDGS INC
-$269.7K
100,393
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$259.0K
70,988
-6%
清仓
XLE
SELECT SECTOR SPDR TR
-$256.0K
0
-100%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$252.9K
92,270
+1%
增持
MA
MASTERCARD INCORPORATED
+$252.9K
14,451
+3%
清仓
TXN
TEXAS INSTRS INC
-$242.5K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$240.2K
1,254
清仓
WM
WASTE MGMT INC DEL
-$237.2K
0
-100%
增持
SDOG
ALPS ETF TR
+$234.1K
89,748
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$232.9K
2,106
+98%
增持
XLU
SELECT SECTOR SPDR TR
+$230.4K
40,303
+136%
清仓
VOO
VANGUARD INDEX FDS
-$230.2K
0
-100%
增持
DE
DEERE & CO
+$229.4K
15,833
+1%
清仓
DES
WISDOMTREE TR
-$227.3K
0
-100%
减持
—
EATON CORP PLC
-$220.6K
3,649
-1%
减持
QUAL
ISHARES TR
-$217.3K
6,080
-17%
增持
IGIB
ISHARES TR
+$212.7K
39,760
+11%
建仓
MRK
MERCK & CO INC
+$212.4K
2,018
清仓
VBR
VANGUARD INDEX FDS
-$212.0K
0
-100%
建仓
—
MAGNUM ICE CREAM CO NV
+$208.7K
13,165
减持
IEF
ISHARES TR
-$191.6K
2,495
-44%
增持
PEP
PEPSICO INC
+$148.3K
34,843
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$144.5K
7,774
-4%
增持
NVDA
NVIDIA CORPORATION
+$123.6K
13,361
+5%
减持
DGRO
ISHARES TR
-$109.1K
142,790
-3%
增持
ABBV
ABBVIE INC
-$106.9K
48,010
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$95.0K
2,227
+6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$92.9K
7,794
-17%
减持
SHY
ISHARES TR
-$82.6K
4,290
-19%
增持
DON
WISDOMTREE TR
+$79.8K
140,679
+2%
增持
IWP
ISHARES TR
+$67.4K
23,503
+6%
减持
SPMB
SPDR SERIES TRUST
-$59.0K
34,691
-7%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$57.8K
16,101
-5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$47.6K
42,240
+2%
减持
PG
PROCTER AND GAMBLE CO
-$47.5K
2,994
-3%
增持
CVX
CHEVRON CORP NEW
+$46.6K
76,962
+2%
增持
GLD
SPDR GOLD TR
+$44.4K
783
+5%
减持
SCHA
SCHWAB STRATEGIC TR
-$44.4K
8,702
-17%
增持
JNJ
JOHNSON & JOHNSON
+$39.4K
1,296
+5%
减持
INTU
INTUIT
-$39.3K
483
-8%
增持
FNDX
SCHWAB STRATEGIC TR
+$39.2K
13,076
+9%
增持
VTV
VANGUARD INDEX FDS
+$32.4K
5,541
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$26.9K
2,713
-1%
减持
V
VISA INC
-$24.2K
1,471
-7%
增持
IXUS
ISHARES TR
+$20.6K
3,610
+5%
增持
ABT
ABBOTT LABS
-$19.0K
2,222
+0%
增持
TSLA
TESLA INC
+$15.9K
1,131
+2%
减持
IJT
ISHARES TR
-$13.0K
1,728
-5%
减持
SCHG
SCHWAB STRATEGIC TR
-$11.6K
10,165
-5%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$7.5K
64,541
+4%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$7.1K
204,289
-1%
减持
HCA
HCA HEALTHCARE INC
+$6.8K
640
-7%
减持
DVY
ISHARES TR
-$5.8K
1,907
-1%
增持
MCD
MCDONALDS CORP
+$5.4K
1,368
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$3.3K
6,874
+0%
减持
IVW
ISHARES TR
+$2.8K
3,486
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.4K
10,952
-2%
